Equity Research Analyst

Job Description

Company - Bonanza Portfolio Ltd.

Location - Goregaon East

Roles and Responsibilities

1. The analyst will be responsible for maintaining a continuous coverage on allocated industry sector and individual stocks; identify alpha opportunities and risks; to justify investment thesis to our institutional clients.

2. The analyst will be responsible to execute the following task and take ownership to achieve the above objective(s):

a. Create and maintain company operating, earnings forecasts and valuation models;

b. Conducting statistical analysis of stock and company data, fundamentals, and relevant correlations of the data to identify alpha opportunities;

c. Write research reports for initiations of coverage, analysis of data, earnings results, and industry news, to be published to our institutional investors and media. Provide Buy/Sell/Hold Recommendations;

d. Maintain constant coverage of industry-related news, trends, and developments. Disseminate your insight when appropriate to internal and external stakeholders (clients).

e. You will be expected to maintain a procedure protocol for escalating emerging news across the coverage and respond to corporate actions, special situations, event, and model validation.

f. Build relationships with investor relations teams of your portfolio companies. This may involve some travel.

3. The analyst will also interact with institutional investors, communicating investment research and responding to requests for models and ad-hoc analysis.

4. The analyst will ensure to maintain a public image for the firm at conferences/events and maintain active participation in investor conference calls. Communicate the companys research, building its brand and referring potential new clients.

Desired Candidate Profile

1. Finance (MUST)

2. Prior experience in financial services preferred within a front office role {such as Equity Capital Markets, Debt Capital Markets, Sales & Trading or Equity Research}.

3. Advanced Excel proficiency. Practical experience of using Excel for building and maintaining financial models. (MUST)

4. Platform within Bloomberg or CAPITAL IQ.

5. Writing in a professional capacity, e.g., crafting equity research notes / correspondence; presentation and/or development of industry reports; strong power point skills (MUST)

6. Proficiency for presenting and debating a point under pressure; Strong power point skills are a must.

7. Our Focus Industry Sectors: BFSI Autos Industrials

Perks and Benefits

1. Fast paced culture and capital markets-based office timings.

2. Independent thinking and ability to make a lasting impact as an investment analyst.

3. Market based compensation.

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